See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,031 | $209,411-87.1% | $178,490-84.9% | $158,922-83.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.95% | 188.75%-164.8pp | 151.07%-127.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $825 | $5,706-85.5% | $5,011-83.5% | $4,761-82.7% |
| Participant deferral / active EE | $6,896 | $5,954+15.8% | $5,202+32.6% | $5,982+15.3% |
| Admin fee / account holder | $231 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |